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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.69% | | 5-Year Average Return: | 1.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.40% | |
Worst 1-Yr Total Return (2008): | -37.51% | |
Best 3-Yr Total Return (2004-6): | 12.22% | |
Worst 3-Yr Total Return (2006-8): | -10.04% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMATX | Category | Diff | Index* | Diff | | Year To Date | 26.69 | 30.74 | -4.05 | 24.07 | 2.62 | | 1-Month | 3.54 | 4.28 | -0.74 | 6.00 | -2.46 | | 3-Month | 5.18 | 5.45 | -0.27 | 7.91 | -2.73 | | 1-Year | 31.47 | 36.41 | -4.94 | 25.39 | 6.08 | | 3-Year | -5.11 | -6.04 | 0.93 | -5.79 | 0.68 | | 5-Year | 1.10 | 0.99 | 0.11 | 0.71 | 0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.38 | 54.55 | -9.17 | 45.76 | -0.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.91 | -16.09 | -3.82 | -18.25 | -1.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMATX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.51 | -39.18 | 1.67 | | 2007 | | | 7.79 | 4.85 | 2.94 | | 2006 | | | 8.09 | 14.03 | -5.94 | | 2005 | | | 11.36 | 9.25 | 2.11 | | 2004 | | | 17.40 | 16.30 | 1.10 | | 2003 | | | 31.34 | 36.28 | -4.94 | | 2002 | | | -13.17 | -16.55 | 3.38 | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HMATX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.05 | 16.79 | 16.79 | N/A | | 2008 | -9.07 | 4.32 | -12.26 | -24.91 | | 2007 | 4.75 | 6.58 | -0.93 | -2.53 | | 2006 | 5.24 | -4.61 | 2.19 | 5.36 | | 2005 | 0.07 | 4.46 | 6.54 | 0.00 | | 2004 | 5.56 | 1.28 | -1.34 | 11.30 | | 2003 | -4.10 | 15.47 | 5.80 | 12.10 | | 2002 | 5.48 | -6.93 | -16.16 | 5.49 | | 2001 | N/A | 5.03 | -15.49 | 19.26 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 288 | 450 | 64.00 | | 1-Month | 263 | 479 | 54.91 | | 3-Month | 161 | 476 | 33.82 | | 6-Month | 363 | 472 | 76.91 | | 1-Year | 228 | 450 | 50.67 | | 3-Year | 129 | 367 | 35.15 | | 5-Year | 142 | 293 | 48.46 |
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0.20% Nasdaq 
Performance
